The Fund Technology Awards 2019 recognize providers catering to asset managers and institutional traders by demonstrating exceptional customer service and innovative product developments throughout the past 12 months. This year the awards have an increased focus on new innovations coming to market as vendors look to ensure asset managers have the latest tools to compete in a rapidly evolving space.

Envision is being recognized specifically for its FundKeeper platform, which aims to streamline mutual fund account processes for independent broker dealers and other financial intermediaries. With FundKeeper, broker dealers have a new approach to servicing their customers’ mutual fund-only accounts. Traditionally, intermediaries have held these accounts directly with mutual fund families, suffering business inefficiencies and unintentionally distancing themselves from their customers. Or, they’ve used a traditional brokerage platform for these accounts, introducing unnecessary fees and complexity. FundKeeper is an alternative to both these options.

At the same time, FundKeeper benefits mutual fund providers by improving potentially burdensome mutual fund distribution and operational challenges.

About Envision Financial Systems, Inc.

Founded in 1994, Envision Financial Systems, Inc. is the premier provider of real-time mutual fund recordkeeping technology and outsource solutions. Using in-depth knowledge of the industry and listening to its customers, Envision’s solutions enables investment companies and their distributors to consolidate and control investor activity, increase representative and investor satisfaction, and help mitigate operational and economic risks. Envision supports more than 420 investment companies, comprised of more than 11,700 CUSIPS representing more than $2.2 trillion is client assets. Envision’s headquarters are in Costa Mesa, California, with offices in Owings Mills, Maryland, Denver, Colorado and Bangalore, India. For more information, visit enfs.com.